Category Archives: SharePoint

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Storytelling: Internal Team Value and Impact

Around the time I was publishing my most recent article on storytelling, an acquaintance of mine was submitting a LinkedIn post with a request for examples of internal promotion stories.

I glommed on to a few details she shared in the conversation thread:

Sell the value of your team

The first was where she was “wondering how an internal team’s story can be told so that others can tell it again and sell that team’s services”. My immediate thought (as a technology consultant) was SharePoint team sites or pages. Something our community has preached for years – having a SharePoint site or page for each team so they could easily, clearly, and publicly (internal) share what their team does, who they are, how to reach them, and potentially share current and ongoing success stories. It’s not necessarily having the story to pass on as much as it is having an easy place to point folks to see the story themselves (make it part of their team’s marketing, links in email signatures, etc.).

(Edit/Note: I realize her “how” is more about how to construct a story effectively than it was about logistics or technology… I will cover more on the story writing in the follow-up post.)

As internal team functional sites shift from the SharePoint experience to the Teams experience (on the surface, SharePoint is still the engine behind Teams), teams still need (IMO) a company-facing surface to tell their story, hence the separate page or site.

The ongoing success stories part has a bit more wiggle room. There are a number of ways to facilitate this with technology. A while back it might have been done within that SharePoint site with a list, web parts, etc. For a while it might have been telling stories via Yammer. Now it might involve Viva as part of the story gathering, promotion, and distribution efforts – maybe with some Power Automate to facilitate an approval process, etc. Lots of options.

Regardless of the technology however, the organization needs to train itself to *capture* those successes and tell those stories effectively. While implementing technology can be fairly straightforward, changing the mindset, priorities, and culture are a LOT harder. (More on this in another post…)

Share the impact of your team

The second quote also struck a chord: Wanting to make the case that “clients of the storytellers … wouldn’t go without UX again”. “UX” is a specific example here, but the concept can apply to all sorts of services. The “can’t do without” subject approach is super compelling in a “what we offer” from our services sort of way. It’s so important to not just tell what your team does and how it does it, but that others – your customers (even if internally) – had such a great experience working with you that they would make it a point of not going it alone in the future when they’re doing something similar.

e.g., Why would I write my own training docs if I could work with the training team that does it every day and has built a team around writing and training. It might be a secondary (or even strong) skill for my team, but it’s their team’s primary focus. They are better at this than we are. They can apply branding and consistency where that might be an extra effort for us. We can focus on *our* primary goal of delivering this platform, product, feature, whatever…

Technology Bias and Action

My bias is towards using a technology solution as at least part of a solution – when it fits – and usually something that’s part of the Microsoft stack as that’s been my area of operation for many years. Some of these approaches could likely be implemented with other products as well depending on what your organization is invested in.

The rest of the solution will be people focused. It could be in policies, practices, habits, or company culture.

Skills…

Often neglected in these storytelling examples are the tools, skills, knowledge, and/or experience that were necessary to build and deliver the successful effort. Personally, I think it’s relevant but that’s because of the context I’m thinking in – specifically around roles, technology skills, upskilling and skill gap filling. Important, I think, but only urgent at the time you actually need those skills or solutions to replicate something or build something of your own.

Other Tagging

The skills or roles mentioned above could from one perspective be a form of tagging for your content. One taxonomy used to tag or assign context to the story. There are others though. Depending on what makes sense in your organization there might be other keywords to categorize a story. Ultimately, you want folks to find the content when they’re looking for it. Tags of any sort will help with search, with AI-based targeting, or even manually browsing. It’s important to capture tags when you’re able and have the systems configured to filter and return results on them.

Summary

These are just a few examples of the value of storytelling within an organization. There are countless others, but the value only comes by capturing, curating, and sharing them. Otherwise, the wins go uncelebrated and the gains in reproducing them or learning from their lessons are lost.

Writing and telling stories (well) is worth the time investment.
(Just don’t admit that to my high school English teachers…)

a woman holding a recognition award

Benefits of Community Contributing

To follow up my recent post, it would be remiss of me if I didn’t mention the potential benefits of doing community work. There are plenty of opportunities to benefit from being involved, contributing content, running events, etc.

Also, some folks might be motivated by these potential benefits beyond the benefits to the community. Some folks might get involved primarily for these benefits and there’s nothing wrong with that IMO. You can discuss intentions and judgements amongst yourselves. 🙂

To set or reset expectations, these are potential benefits. Nothing is guaranteed.

You’re almost certain to learn something.

Writing blog posts or preparing presentations/sessions (at least for me) requires digging fairly deeply into topics. It almost always leads to new topics, related topics, dependencies, and more. Some of them I’m able to dig into right away. Others I may need to chalk up to raising awareness of something that I’ll likely dig into later. Either way, I’ve skilled up. Sometimes I’ve skilled up a LOT. This is honestly one of my biggest drivers…

I find the skills topic interesting. I find that the more I learn, the more I want to learn. The more I want to try, the more I want to tell other folks what I’ve found. Topics might include the how-to steps, or how something impacts business needs, or so many other variations. On and on… Imagine what impact sharing that knowledge could have on your team, in your org, or in a wider community.

Connect skills with examples, share them in the context of your org or across verticals… Talk to me after class on this one. 🙂

Your brand may grow.

In today’s world of social media measurements any content you create is going to add to your footprint. If and when folks find your content, like it, comment on it, share it, etc. it’s raising your personal brand. It’s building a track record of your accomplishments, your knowledge, your skills, your experience, and more.

Similar things apply to businesses and organizations. Many will build community channels for just this purpose – building brand, marketing, etc. Again, not a bad thing.

These tend to be positive things for you as an individual and for organizations you may work for or represent.

Which leads to the next thing…

You may get recognized or awarded for your contributions.

Again, nothing is guaranteed. But you can’t win if you don’t participate. Each community has its own way of recognizing folks.

Badges seem to be all the rage again. If you’re participating in the right forums, sites, etc. you may be recognized in that way.

I’ve been lucky enough to be awarded as a Microsoft MVP (15 years this year!), which brings with it its own benefits. I don’t know who originally nominated me, but I am extremely thankful as it’s given me ways to contribute even more.

You might get new opportunities.

That might mean a new role, a new badge, recognition, or even new job opportunities. After all, you’re building your skills – both technical and social/soft skills and they’re all useful. Sharing is, by default, a social thing. It might get you recognized within your organization as an SME (subject matter expert) or “champion” – someone who has knowledge and experience in a particular area that can build community and mentor others.

Sharing knowledge in various communities more widely than you’ve done before tends to bring attention in the way of job opportunities as well. If you’re a consultant, it might drive some new business. If others need your skills it might lead to new job opportunities. There are a lot of options out there when folks know what skills (both SME topics and soft skills like speaking, writing, teaching, and more…) and experience you bring to the table.

References

Oh yea. There are also stickers. 😛

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Why I Do Community

Why? Why, why, why… It’s a good question and not one I often think about because I decided a while back that it’s worth the time and investment – at least for me. Let’s see if something resonates for you to get involved.

The “why” for me is a combination, if not a balance, of selfish reasons and a desire to contribute.

It’s Fun! 

Reason 1. I find contributing to the community to be fun and rewarding. We are extremely fortunate to have a community full of awesome people that are fun to be with. Consumers of our content are very appreciative and take the time to say "Thanks".

“Thank you so much for that. It’s exactly the information I was looking for.”

– Variations from attendees at different conferences, most recently at M365 Community Days in Ottawa.

Participating allows me to share experiences – other than (and often counter to…) what product marketing puts out – with folks. It fills documentation and experience gaps, it provides practical examples that may align with a certain perspective or apply to a specific vertical, and shares discoveries that others may not have figured out yet.

Share What You’ve Learned

Let’s expand on that last thing for a minute. For me, it’s a prime example for many folks to contribute to community – through a blog post, a forum answer, a video, or some other way. 

Reason 2. A scenario: Someone wants to accomplish something, finds a challenge along the way, and figures out the trick, the path, or method to overcome it. Finally, they want to share what they found so others don't have to experience that same pain. I regularly hit on this same scenario.

Self-motivated learners navigate these paths every day. Sometimes its SMEs digging in to explore and exercise platforms. Sometimes its folks doing their jobs day after day. Community contributors go another step and share what they’ve learned with others.

We need to strike a bit of a balance here IMO. I don’t want to underplay the sharing part. It can take a significant amount of time to do effectively. Creating content (writing blog posts, producing videos, etc.) seems trivial, but often requires research time, writing time, production efforts, etc. – none of which is easy. I also don’t want to overplay the sharing part into some martyr-like effort, but it’s worthwhile to understand the efforts being made by folks and the organizations that employ them.

Stay Connected

Reason 3. Working with the community allows you to stay connected with the community.

So many examples: Organizations using similar tech, 3rd party companies offering products and services in your market, and folks in a variety of roles working with similar products and in similar verticals. It gives you exposure to what other folks are using and running into in their jobs, from their varying perspectives.

Be an Example

Reason 4. I like to contribute to hopefully be an example for others to repeat.

This doesn’t mean folks will choose to do the same things I’m doing, but it should demonstrate that they can – and at different scopes. Not everyone needs to speak at public conferences. They can, in many more cases actually, present internally at their organizations to others that need the info they have.

I tend to operate within product-specific and geography-specific community (M365 or Power Platform in Minnesota) – But many organizations are large enough and have technical user communities that can benefit internally from similar actions (lunch and learn sessions, internal blog posts, etc.). Imagine the improved ROI for those product licenses you’re paying for if more people know how to use the tools specifically in the context of your company…

Hey, if I can do this, you can do this. Have you learned something that others might benefit from? Talk about it! Write a blog post or submit a session.

It’s Good Exercise

No, not the physical “exercise” like working out. Though, we do get a lot of steps in attending and running events. 

Reason 5. Contributing to the community is a good exercise in personal and professional skills.

Skills that are useful in our professional and personal lives like communicating, listening, writing, (public) speaking, networking, planning, and many other things. Like many of these skills, they need practice. Practice to ramp up, maintain, and eventually mentor others.

So, if you didn’t need another reason, jump in to better yourself and grow your skills.

Retrospective

I would say my experience (in the context of the current technology community) started with combination of excitement about a technology (yep, SharePoint – a little geeky) that solved some business problems (helping people) and wanting to get more comfortable speaking in front of folks.

I like to share what I know – knowledge, experience, tips and tricks, and more – if it can help someone else. It’s the same general concept that drove me to do consulting, which is a lot of the same thing but being paid for it because you’re working specifically for someone and addressing their needs and efforts.

When I worked for a consulting company, community contributions were useful for a number of reasons. It established credibility – for me and my company – in my topic/technology area. It was good marketing getting the company name out there. It looked good from a “we care about the community” perspective as an organization. That sounds like it’s trying to make us look like something we weren’t – but we were legitimately interested in building community.

Summary

This was maybe a bit more introspective and retrospective than usual. Hopefully still useful to someone. I’m sure there are other reasons I could list, but this is already longer than intended so we’ll stop here.

Get involved. It’s fun and rewarding.

Follow up:

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Sponsor M365 Twin Cities – We need you.

Community events: community run, community attended, community benefits. These events are fantastic learning and networking opportunities, but they can’t happen without the support of sponsors.

Our event

  • We’ve been running successful local events for over 15 yrs.
  • The Twin Cities is an established and engaged Microsoft community

Our next M365 Twin Cities event is on November 11, 2023. Aside from the recent COVID hiatus, we’ve been running successful events since 2008 – covering topics from SharePoint through the range of M365 products and anything that integrates with the platform including Azure, Power Platform, 3rd party products and services, and more.

Our audience includes folks from the Twin Cities metro area and across Minnesota, as well as lots of folks that come from across the upper Midwest and Canada. If you’re from Minnesota, you’re already familiar with the business and organizational landscape here, but it includes a rich variety of Fortune 500 companies, some of the largest private companies (including the largest) in the world, and government folks from all levels.

Pre-COVID we were getting 600-700 registrations (which translate to email reachable folks) and 300-400 onsite. That’s a typical registration drop off, but wonderful attendance. Our first event back post-COVID had not quite 400 registrations and over 200 people on-site. We were content with these numbers as a return event but are working to grow towards our previous numbers – though a lot has obviously changed in the past few years.

People were excited to be back in-person. Our sponsors in January were thrilled to be able to talk to folks again. There was a lot of excitement in the community.

We’re aiming to build on that.

Sponsorship Levels

We’ve got a handful of different sponsorship levels, but we’re mainly aiming for Company Sponsors and Track Sponsors where we can. If these don’t fit, let me know and we can look at other options that might fit.

Take a peek at our sponsor info sheet here.

We’ve got room for 6 5 track sponsors – who also get to present a session as part of that track.
Tracks include: Viva, Teams, AI/Copilot, Power BI, Power Platform, and Development

The best opportunities are face-to-face – being on-site for the actual event, meeting attendees, and talking about your products and services firsthand.

Sponsors have tables set up in a wide-open space where attendees register and food is served – so attendees will know where you are and have reasons to hang around. We’ll also have plenty of time between sessions for you to visit with attendees.

Where does the money go?

Funds from sponsors go primarily to pay for the venue and food costs. The rest of the budget is for various operational expenses (insurance, printing costs, etc.) and thanking our speakers who volunteer their time and expenses to participate (speaker dinner, etc.). We don’t make money doing this.

Other Notes

Our local (‘ish) community is blessed to be large and involved. We have multiple larger events that happen throughout the year and plenty of smaller more niche groups as well. As part of Microsoft’s MGCI effort – we’re working to expand where we can, strengthen where we’re able, and aim to support users at all levels through community events.

If you’d like to talk with organizers and community members, join us for our M365TC #CoffeeCrew meetups that happen more frequently throughout the year. We try to move around the metro area so more people can participate easily. Join our mailing group.

Thank you, thank you, thank you to all the sponsors we’ve had over the years. Please consider returning this Fall. New folks also very welcome to join the club. 🙂

Quick Links

woman holding book with blank pages

Add Another Screen to your Custom List Form with Power Apps

Note: This is more of an “idea that might be useful” than a “how-to” post.

Add a Second Screen… for Governance?

Adding a second screen is not rocket science. It’s super easy as you’ll see below. Navigating between two screens is just as easy. In most cases, you’re adding new screens as a part of a larger app with forms, views, and all sorts of wonderful functionality. In this case, we’re merely adding a second screen to inform the user, to provide a space for information not usually made available otherwise.

When customizing a list form in Microsoft Lists or SharePoint, Power Apps creates a special app to replace the default list forms. What makes it special from a Power Apps perspective is that it doesn’t show up in the Power Apps “Apps” listing. It is only available as a part of the list that it’s created for. It also includes a special component called “SharePointIntegration”. I’m not digging into that component in this post, but it’s used to control which Power Apps forms are stitched together with which list Actions.

The vast majority of apps I’ve seen extending lists do a one-to-one replacement of a custom Power App app for the default list forms. It makes sense, that’s the scope and context folks are thinking in at the time. What we’re talking about here merely extends that concept with a little more user-friendliness we haven’t been able to easily add before Power Apps was introduced.

The Quick Steps

  1. If you haven’t already, create the custom form
  2. Once in Power Apps, add a New screen. “FormScreen1” is the default screen created by the app wizard. If you haven’t added any screens to the app, the new one will be “Screen1”.
  3. On the new form, add a Text Label (see below for a suggested layout)
    • Add whatever text you’d like to the control. This is the super helpful text for the user to help them be successful using your form.
  4. On the new form, add a Button
    • Set the button Text to “Back” or whatever makes sense for you.
    • For the button OnSelect, set the formula value to “Navigate(FormScreen1)” – back to the original screen.
  5. On the original screen, add a Button
    Let your UX guidelines dictate where the button should be located on the screen.
    • For the button OnSelect, set the formula value to “Navigate(Screen1)” – navigate to the new screen.
    • Set the button text to “Info”, “More”, “About”, or whatever makes sense to your users.

Your new (second) screen might look something like this – as an extremely simple example. There’s obviously a LOT more you could do with this. The second screen merely unlocks the possibilities without cluttering up your custom form.

Your first screen might look similar to this, but likely with more fields displayed on the form. The key difference we’re adding here is the button that takes the user to the second screen. Check with your UX folks on how to properly position it.

It might be interesting to consider adding a second screen to the app and having it presented to the user *first* – along the lines of a disclaimer the user must accept before continuing. You’d likely need to tweak the SharePointIntegration control to get that working the way you want it. Just a thought.

Potential Uses

There are lots of potential uses here. Just as many as most other Power Apps as the customized list forms really are fully functional apps. The context, however, being part of a list – will likely drive how additional pages might be used.

  • Content and information sharing (as done here)
    • Who to contact with questions
    • Instructions for the form
  • Visibility to metrics about the list, open items, how fast requests are closed…
  • Additional functionality you don’t want to mix with the main form
  • Visibility to data from another data source
  • … and lots of other things

References

Note: Power Apps Week

So apparently this is Power Apps Week for followers of the Power Hype Machine 😉 as #PowerAddicts get ready for the Power Platform Conference this Fall. I don’t know exactly what that means, but I’m willing to bet David Warner can tell you.

In celebration, I’ll post a few short posts about Power Apps – most, or all, highlighting quick and easy ways to extend M365 capabilities for folks getting their feet wet with Power Apps. Enjoy!

We Don’t Need… Oh Hey, Badges!

(Yep, they added Credly badges this year.)

If one of the goals of the Microsoft MVP program was to build a crazy enthusiastic community of experts, marketers, evangelists, community leads, feedback conduits, and more, I’d say they’ve been successful. The Microsoft tech community continues to grow year over year and the momentum created by folks (MVPs, Microsoft employees, and lots of other folks…) brings all sorts of great content to learn from.

Do other technical communities have similar programs? Salesforce, Workday, Service Now, or others? (I’m legitimately asking and curious…Respond in comments if you know of other programs)

If you follow the Microsoft technical community on pretty much any social media platform, you likely saw the flurry of “excited, humbled, grateful, and honored” posts that coincided with the annual re-award cycle. New “MVPs” are awarded and announced throughout the year, but July 1st (or thereabouts) is when existing MVP award winners hear whether or not they’ve been re-awarded for another year – hence the flooding of your threads. (sorry)

Grateful and Honored

I am also honored to be re-awarded this year. I continue to work in the M365, Microsoft Teams, SharePoint, and Microsoft Lists spaces – but am also working to get a larger foothold in the Power Platform and Power Apps space as well. My favorite space is in the bridge between the two communities and platforms helping folks established in M365 expand their capabilities with Power Apps. There’s an interesting combination of a huge existing (M365) community using Lists and a dramatically expanded set of technical capabilities that come with the Power Platform that I love to share.

Notes and Expectations

With every year comes a number of “How to become and MVP” posts. Many are good intros and roadmaps for how to be good community contributors and leaders. It is important to remember, however, that following anyone’s guidance is not a guarantee to an MVP Award. The process remains subjective – there is no sure-fire recipe that equals a slam dunk award. I’m not saying this to dissuade anyone – far be it. I’m 100% supportive of anyone contributing in any way they can. I merely want to set expectations appropriately.

With that in mind, if you see something, say something. Wait… that’s not right… 😉 If you see folks doing awesome things in the community, please let folks know. We are as eager as you to identify and recognize them. Pull those Microsoft folks or MVPs aside and let us know who’s rocking it as these are the ones that can nominate people to be considered for the MVP award.

Alumni

Each year there are also folks that aren’t re-awarded for one reason or another. And while this change of award status can come with a sense of loss it also puts a spotlight on the relationships that are formed. Relationships often grow beyond just a collection of geeky content contributors. There are connections, partnerships, networks, and friendships that form and last well beyond the MVP program (not to mention even a few marriages) and our time as MVPs. So, when that time has ended and award years lapse, as it will eventually for all of us – either temporarily (plenty of folks get re-awarded later) or permanently as our careers and priorities change, be sure to reflect on all the great stuff they have contributed over the years. Thanks to all MVPs, current and alumni.

References

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Community Events – Local Reach

Another BIG event going on this week in the M365 world: M365 Conference 2023 in Las Vegas. It’s a 3rd party conference, though heavily invested and involved with by Microsoft by way of speakers, keynotes, sponsorship and other content. Lots of big announcements.

But not everyone can attend.

Not everyone can get there. Not everyone *wants to* attend or go to Vegas. And with a looming recession and/or economic outlook for many organizations, it might not be a great time to send folks to out of state costly conferences.

Enter… local events.

Now, I’m not trying to poo-poo these big events. They’ve got a ton of value. I speak at some of them. They’re a fantastic opportunity to step away from your day-to-day responsibilities (if you can…) meet with community (topic-wise, not geographic community) folks, spend time chatting, building broader networks, or meet and connect with Microsoft and vendor contacts. The coverage that larger events offer is also extremely important in that you can see so many sessions, workshops, vendors, and more in one spot. In addition to this week’s event, there are events like 365 EduCon that offer options in more cities throughout the year.

What I am saying is that local – usually community-run – events have a place, an important one – for many folks.

Community events like our M365TwinCities event (working on a Fall date…), the upcoming MN M365 User Group Spring Workshop, or even frequent M365TC #CoffeeCrew events fill important gaps in our communities. In upcoming weeks here in Minnesota we’ll be reviewing this week’s big announcements from Microsoft, offering more in depth coverage with workshop sessions, or just having a coffee and connecting with others. Similar groups will be meeting all over the US and the world doing the same thing.

SO. Get familiar with your local community. Join it. Take part in it. Contribute to it with your time and experience. And if there’s not a community you’re looking for – consider building one!

wood letter tiles forming a message

Community Events – Find your Context

OK. Two quick points to make regarding “context”:

  1. The posts I’m writing about community events are my opinions. Just one opinion of many that are out there. Heck, it’s just one opinion on my team – ask Sarah or Tamara what they think. These are not “Do it this way or you’re wrong” posts. I’m attempting to give my perspective for folks to hopefully glean something useful from when considering, or running, your own events. You should also seek other opinions. 🙂
  2. Understand your own context… your community. When considering hosting an event, do your best to understand the context you’re working in. That context is going to include things like the communities you’re a part of, the technology you’re working with, the organizations that are a part of the area you’re in, and the organizational cultures you’re working with as well.

My Context

I’m a consultant that’s worked with consulting firms of all sizes and as an independent. Before that I worked for a large retail organization where I had my first exposure to SharePoint. I’ve been working with SharePoint, Lists, M365, Teams, the Power Platform, and a lot of the rest of the Microsoft tools since then – almost 20 yrs. I’ve been a Microsoft MVP since 2009. I’ve been speaking at and organizing user groups and community events throughout that time.

I’m not trying to toot my own horn. I merely want to establish that I’ve got some background in this stuff.

I’m in the Twin Cities – Minneapolis, St. Paul – Minnesota. Our metro area is home to a large and healthy Fortune 500 community of organizations in addition to the largest private company in the US. There’s also a significant representation of government organizations from the state, county, and city levels. All of these public, private, and governmental organizations use the Microsoft suite.

The Twin Cities is also home to a number of user-driven groups around technology. User groups, meetups, consulting company-driven groups, Microsoft-driven events, and community events like our M365TC group. Lots to choose from and enough where we’ve got a track record that attendees can count on and are comfortable attending.

Our Event – M365 Twin Cities

Our event has been an all-day Saturday event – in the style of SharePoint Saturday – now Community Days – events. We generally run two events per year – in the Spring and Fall. Part of our context in Minnesota is weather – so as mentioned in the Pick a Date post – we don’t (usually) mess with Winter scheduling or compete with Summer scheduling. Winter does still like to mess with us – even with Spring and Fall events… Our event usually draws 300-400 attendees – which is larger than most SPS-like events.

We’ve been able to keep it free to attendees so far with company sponsorships covering event costs.

You can see more details about the most recent event in our recap post.

All in all, it’s a relatively fantastic environment – and context – to run successful events in. We’ve got an eager and interested audience, a fair number of folks willing and interested in speaking, and a combination of local and national companies willing to invest in events as sponsors.

Why?

Why am I posting about community events?

  • I love helping folks skill up on technologies, solutions, productivity, and more. Community events are a great (and usually free!) way for folks to learn and grow.
  • I’ve been part of a group running events for many years and want to help others do the same.
  • I’ve recently been named a Regional Leader for the Microsoft Global Community Initiative (MGCI) and part of our job is to help others run events and develop communities.

What does your context look like?

Your Event – Your Context

You don’t have to be a long-time participant in a technical community. In fact, we readily welcome and encourage new folks to get involved. It does, however, help if you have spent some time in the community – meeting people, discovering groups, and getting a feel for what works and what doesn’t in your area. That’s where I recommend starting.

Do you have an audience? Can you find it? Can you build it?

Is there an existing group or event you can spin off from? Maybe a slightly different topic or audience where a new event may expand or complement the existing group or event? Most recently we’ve seen Power Platform groups spinning up in areas with thriving M365 groups as one example.

Do you have folks willing to invest time and energy in running an event? Can you find them?

Do you have local companies willing to invest $ in supporting events?

Is there an event you’ve attended that you might model your event/group on? Speak with the event organizer and see if they’d be willing to answer questions, etc. to get you started.

You don’t have to start big. Find a group of peers and start a user group that meets on a monthly basis. There are lots of variations and paths to building communities, groups, and events.

Community Events

Find them. Join them. Create them. Build them.

I’ve listed ours and others below. These are just a sampling.

References

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Direct Action Buttons in Power Apps

No. “Direct action” buttons aren’t a new feature or button type. It’s just a term I’ve used in conversations and sessions talking about Power Apps and more often than not SharePoint lists or Microsoft Lists.

The default experiences users see with Lists or wizard-created apps in Power Apps are to act on a record or item as a whole (see image below). This by itself is fine as it accounts for plenty of use cases. However, there are also times where users want to take a specific action on a record. For example, in the case of managing requests, users may want to take ownership of a request, quickly assign a priority, or close a request. These can be accomplished with buttons build specifically for those use cases.

Microsoft list item editing. Showing the item menu selecting the "Edit" option.
Default list editing

In the default experience, operating on items in a data source (List, or other) the “close request” activity requires both technical knowledge and business knowledge.

  • The technical knowledge they need looks something like: Find the item, open/edit the item, change the value for the specific field from one value to another, and close/save the item.
  • The business knowledge users need, at a minimum, is to change *which field* to *which value*.

You’d hope both of these activities would be intuitive, but in many cases they are not. In most cases the process and user experience can be improved – even a little bit. Enter “direct action” buttons.

What does a simple, typical example look like? How about this? In a work request list, setting a request priority with a button click:

Two records with buttons to set each item to “High Priority”.

Logically, the example image probably has its priorities messed up (please rescue the raccoon before mowing the grass), but it illustrates a user wanting to take specific changes to an individual item.

Patch Command

The above items are in a Power Apps gallery. So, the code – in the OnSelect formula for the button might look something like this: 

Patch('Work Requests List’, LookUp('Work Requests List',ID=Parent.Selected.ID),
{Priority: { Value: "1 - Needs immediate" }})

The Patch command is the key here. The example above breaks down as follows:

  • Patch('Work Requests List’, – The data source being updated
  • LookUp('Work Requests List',ID=Parent.Selected.ID), – Identify the specific item in the data source to update.
  • {Priority: { Value: "1 - Needs immediate" }}) – Set the “Priority” field to this value

For a more detailed look at the Patch command, check out the reference links below.

Note: In an example where the user selects an item in a Data Table, the formula will be slightly different: 

Patch('Work Requests List’, LookUp('Work Requests List',ID=DataTable1.Selected.ID),
{Status: { Value: "Closed" }})

Crawl, Walk, Run

Once you get started down this path, there are so many options for makers to fulfill business needs with these approaches.

Intake lists (a generic term for request lists of all types) often evolve over time. These lists might start simply where “closing” a request is literally changing a status field from “open” to “closed”. As these processes mature, closing a request might turn into something like:

  • Change a status field to “closed”
  • Store the name of the person that closed the request (in a field separate from the modifiedby field)
  • Capture the date/time the request was closed (in a field separate from the modified field)
  • Send a notification to someone about the ticket closing (send an email, post to a Teams channel, etc.)

While the requirements get more complicated, all of these tasks can still be dealt with using Power Apps formulas or other approaches.

Alternate – JSON

There are ways to create buttons and actions within the List interface using JSON to implement view and column formatting. This is, by some, billed as another “no-code” approach, though it is not in my opinion. It is, however, an approved approach within the platform.

You can look into these approaches here: Advanced formatting concepts

Bonus Footage

A few extra notes.

DisplayMode for button

You may have noticed in the image above that the button can show up as enabled or disabled. This is accomplished by setting the DisplayMode formula to something like this:

If(ThisItem.Priority.Value="1 - Needs immediate", DisplayMode.Disabled ,DisplayMode.Edit)

The formula roughly translates to: If the item is already set to high priority, disable the button. If not, enable the button.

Refresh as needed

I haven’t looked into the details of the mechanics behind how screens and data sources work, but sometimes the screen updates right away after a Patch, other times it doesn’t. So, try the Patch and see if the screen and controls update the way you want. If they do, great! If the data doesn’t update quickly, you could add a Refresh to your button to force the data to refresh.

The “trick” here is that the refresh isn’t of the controls, but of the data source:
Refresh(DataSource)

Ramblings

I’ve been trying to figure out why it’s taken me so long to get a post out. It’s not technically challenging. In fact, it’s quite simple from the Power Apps perspective. From an experienced maker or pro-dev perspective, creating buttons is second nature. Power Apps offers plenty of power and flexibility in this department.

I think I just wanted to give enough context for makers to understand that while the concept is simple, the potential and implications can be huge – both in the capabilities makers have and in the improved experience for users. For makers, using something like Patch is a next step after working with the default form and the Save/Cancel options that come with the default experiences offered by Lists and wizard-created Power Apps.

It’s not rocket science. But plenty of folks just haven’t gone here yet. After almost every session where I mention “direct action” buttons, people are super excited about the possibilities. When they figure it out – it opens up so many cool options. Just a small step of growing in the Power Platform.

References

Updates

Note: The Patch function does NOT bypass Microsoft (and SharePoint) Lists updating the Modified date and Modified By fields. These fields do get updated when the Patch function updates anything in the item/record.

M365 Twin Cities #M365TC

What is M365 Twin Cities?

M365TC is and organization and event built on the foundation of 10+ years of SharePoint Saturday events. M365TC – like SharePoint Saturdays, SQL Saturdays, and Code Camps, and others – is a free one-day in-person training event put on and supported by the community. Organized by volunteers. Paid for by sponsors. With sessions presented by industry, platform, and community experts in their fields. It’s a ton of great learning potential for you as an individual and for your organization as a whole.

It’s an opportunity for attendees to get free training regardless of organizational budgets. It’s an opportunity for folks to exercise their personal initiative to learn and explore. It’s an opportunity for new speakers to give presenting a try and experienced speakers opportunities to share their knowledge. It’s a mentoring opportunity. It’s a touch point for local service providers and broader service and product vendors to connect with local folks as customers and partners. It’s a networking event to connect with peers in the metro and region.

We usually have two events per year – in the Spring and Fall – that support the rapidly changing technology we talk about. If we have a successful January 2023 event, we’ll likely return to that cadence starting in the Fall of 2023.

By the numbers

For the Saturday January 21, 2023 event, we have:

Why M365?

“M365” is a shift from “SharePoint” as the Microsoft ecosystem shifted, morphed, and expanded. Our SharePoint Saturday events had SharePoint at the center but covered plenty of tangential topics where technology and skill integrations happened. Now, under the M365 umbrella, SharePoint is still a foundational piece but is complemented by a suite of related products and platforms – led now by Teams and working along other areas such as the Power Platform and Azure to name just a few. “M365” provides for the broader scope required to attract attendees, speakers, and sponsors.

Our event here in Minnesota has historically been one of the larger events in the country, though the pandemic took a bite out of our momentum. It’ll take a little time to work back to the events we’ve had in the past – assuming the community still demands them. So please let us know if you are interested in what we’re doing by registering to attend, by spreading the word to co-workers and peers, by letting your organizational leadership and vendors know that we need sponsors to put these events on.

Links